Navigation Wealth Management
At Navigation Wealth Management (NWM), we teach and educate people how to create multiple streams of income in retirement; helping them to retire with dignity and choices; giving them options when planning to pass their hard earned assets to the next generation with tax efficiently and without burden.
All in one- As anyone versed in the financial services industry would say, no one company can meet all the needs of every client. This is why Adam Brunin formed NWM. Aligning himself with multiple companies to meet the needs of every client. Giving the client the control over their financial decisions, NWM is helping to find solutions to the client’s needs instead of trying to sell a product, that is what we feel builds long term relationships between us and the client. Client Service- New clients consistently say, “I have this other person at this other company, but he/she hasn’t called me in years.” At NWM we pride ourselves on the phenomenal customer service that we provide. Whether that is returning a phone call promptly or ensuring an annual review of your accounts, customer service is first on our priority list. Professional Knowledge- Being a leader in the financial services industry means continually striving for improvement. To keep pace with clients' needs, NWM has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition. We are committed to keeping up with the latest trends and professional knowledge in the market place, insuring our clients are receiving every benefit the financial services industry has to offer and educating the client on how they can benefit from that knowledge. Compensation- Compensation to the advisor is in the front of most clients minds when hiring an advisor. NWM prides itself in being a predominantly fee based practice. We believe this allows the client and the investment advisor representative to be on the "same team". The client never has to wonder if there is a conflict of interest because of commissions paid to the investment advisor representative because fees are disclosed prior to opening an account. Our types of fees are hourly rates, flat fees and percent of assets under management.
Address: 3500 John F. Kennedy Pkwy., Suite 300, Fort Collins, CO 80525, USA
Phone: +1 970 672 1236/888 680 7982
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